MONTECITO INVESTMENT STRATEGIES

MONTECITO INVESTMENT STRATEGIES is an SEC-registered investment adviser (CRD 172218). Regulatory assets under management: $11.8M.

Registration

• CRD: 172218
• Type: Registered investment adviser
• Phone: 805-698-5890
• Latest filing: 2026-07-26
• Regulatory AUM: $11.8M
• Discretionary AUM: $11.8M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search